Nakuba i-OpenAI isasalele emuva kwe-Anthropic kwenye inkomba ebhekwe kakhulu yezinga lokwamukelwa kwe-AI ezinkampanini, imininingwane yakamuva isaletha ithemba elincane ku-OpenAI eholwa yi-CEO u-Sam Altman.
Ngokwemininingwane yakamuva ye-AI Index ekhishwe yinkampani ye-fintech i-Ramp, i-OpenAI ihola imbangi yayo kwenye inkomba ebalulekile, okuyimodeli ebiza kakhulu nesezingeni eliphezulu. Imininingwane ikhombisa ukuthi ngoJulayi walo nyaka, izinkampani zaseMelika zachitha ku-Anthropic Fable 5 cishe u-75% walokho ezakusebenzisa ku-OpenAI GPT-5.6 Sol. Lokhu kusho ukuthi imodeli esezingeni eliphezulu ye-Anthropic ayithandwa ezinkampanini njengomkhiqizo ohambisanayo we-OpenAI.
Nakuba i-Anthropic isahola ngokwamukelwa ezinkampanini, isidingo esibuthakathaka samamodeli e-AI asezingeni eliphezulu singase sithumele umyalezo okhathazayo emakethe: amakhasimende ezinkampani aqala ukulawula izindleko ze-AI.
I-Ramp yinkampani ye-fintech ehlaziya ukusetshenziswa kwamathuluzi nemikhiqizo ye-AI ezinkampanini ngokulandelela idatha yezikweletu nezindleko zamakhasimende ezinkampani zaseMelika angaphezu kuka-70,000. Nakuba amakhasimende e-Ramp eyingxenye encane kuphela yezinkampani zaseMelika futhi ngokuvamile ethambekele ezinkampanini ezincane, i-AI Index yayo isakwazi ukusiza abahlaziyi nezinkampani baqonde isimo sokuncintisana phakathi kwabahlinzeki bezinsizakalo ze-AI abahlukahlukene.
Ukwethulwa kwe-Fable 5 akuhambanga kahle. Imodeli yake yehliswa okwesikhashana ngenxa yomyalelo kahulumeni, yabe isibuyisela insizakalo ngoJulayi 1, kanti amanani ayo alungiswa izikhathi eziningi phakathi kukaJulayi. Ngaleso sikhathi, i-GPT-5.6 Sol eshibhile ye-OpenAI iyaqhubeka nokuba usongo kuyo.
Ngesikhathi kusondela i-IPO, i-Anthropic ibheja ikusasa lenkampani yayo esinqumweni esisodwa esiyinhloko: abasebenzisi bazimisele ukukhokha imali eyengeziwe ngobuchwepheshe bayo be-AI obusezingeni eliphezulu, kunokukhetha izinketho ezishibhile ezinikezwa izimbangi.
Nokho, ukukhula kwe-Anthropic kulo nyaka kusashesha kakhulu, futhi iyaqhubeka nokuhola izimbangi zayo ekwamukelweni ezinkampanini.
Idatha ye-Ramp ikhombisa ukuthi ngoJulayi walo nyaka, ingxenye yezinkampani zaseMelika ezazikhokhela imikhiqizo ye-Anthropic AI yafinyelela ku-43.5%, yaphakama kune-39.7% ye-OpenAI. Ngaleso sikhathi, izinga lokwamukelwa kwe-xAI ezinkampanini lenyuka laya ku-4%, kanti i-Google lehla lisuka ku-6.4% laya ku-6.2%.
Usomnotho we-Ramp u-Ara Kharazian utshele i-Business Insider ukuthi idatha yangempela ye-Google kungenzeka ibukelwa phansi, ngoba ezinye izinkampani zisebenzisa imikhiqizo ye-AI ehambisanayo ngokuhlanganiswa ne-Google Workspace.
U-Kharazian uthe ukuthandwa kwamamodeli e-AI omthombo ovulekile avela eChina nakho kukhuphukile, kodwa akukafinyeleli ezingeni elenza acabange ukuthi i-OpenAI ne-Anthropic “zizokwethuka”.
Njengoba izinkampani eziningi ziqala kancane kancane ukusebenzisa imikhiqizo ye-OpenAI ne-Anthropic, i-Ramp ithole ukuthi izindleko zalezi zinkampani ku-AI zikhula ngesivinini esikhulu kakhulu.
Idatha ye-Ramp ikhombisa ukuthi ngoJulayi walo nyaka, ezinkampanini eziphezulu ezingu-1% ngokusetshenziswa kwe-AI, izindleko ezimaphakathi zesisebenzi ngasinye kumathuluzi e-AI zafinyelela ku-7,400 USD (Qaphela: ngokwezinga lokushintshisana lamanje, cishe zilingana no-50,001 CNY), kanti ngoJuni bezingakafiki ku-5,000 USD (ngokwezinga lokushintshisana lamanje, cishe zilingana no-33,785 CNY).
Uma kubhekwa zonke izinkampani, izindleko ezimaphakathi ze-AI ngesisebenzi ngasinye zazicishe zibe ngu-12 USD (ngokwezinga lokushintshisana lamanje, cishe zilingana no-81.1 CNY), zaphakama kunezicishe zibe ngu-11 USD ngoJuni (ngokwezinga lokushintshisana lamanje, cishe zilingana no-74.3 CNY).
Ama-Agent e-AI angumgqugquzeli obalulekile wokukhula kwemali engenayo embonini ye-AI kulo nyaka, futhi asephenduke indawo ebalulekile yocwaningo nentuthuko ye-OpenAI ne-Anthropic.
U-Kharazian uthe ingxenye enkulu yezindleko ze-AI ezilandelwe yi-Ramp ivela kuma-Agent ohlelo. Lawa mathuluzi angazicupha ngokuzenzakalelayo ezinye iz任务 futhi angabangela ukuthi izindleko zokuwasebenzisa zikhule ngokuqhubekayo “njengebhola leqhwa”.
“Yingakho izindleko zikhula ngokushesha kangaka: zinokunwebeka okungenawo isoftware yendabuko,” kusho u-Kharazian.